PFSI
PennyMac Financial Services, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $97 | $86 | -11% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $97 | $86 | -11% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $97 | $86 | -11% |
| Two Sigma Investments re-entered | Q4 2024(8Q snapshot) | 6Q | $99 | $86 | -13% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 2× in & out | Q4 2025 | Q2 2026 | → $85 | -32% |
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $85 | -9% |
| Renaissance Technologies | Q1 2025 | Q2 2026 | → $88 | -12% |
| D.E. Shaw | Q3 2024 | Q4 2025 | → $126 | +29% |
| Maverick Capital 3× in & out | Q1 2024 | Q4 2025 | → $126 | +46% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at PennyMac Financial Services, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 18, 2026 — the most recent Form 4 on file — not from today.
- Form 40001745916-26-000129May 18, 2026
- Form 40001745916-26-000127May 13, 2026
- Form 40001745916-26-000125May 8, 2026
- Form 40001745916-26-000122May 7, 2026
- Form 40001745916-26-000119May 7, 2026
- Form 40001745916-26-000117May 7, 2026
- Form 40001745916-26-000115Apr 15, 2026
- Form 40001745916-26-000108Mar 9, 2026
- Form 40001745916-26-000106Mar 3, 2026
- Form 40001745916-26-000104Mar 3, 2026
- Form 40001745916-26-000102Mar 3, 2026
- Form 40001745916-26-000100Mar 3, 2026
- Form 40001745916-26-000098Mar 3, 2026
- Form 40001745916-26-000096Mar 3, 2026
- Form 40001745916-26-000094Mar 3, 2026
Fundamentals
XBRL · PennyMac Financial Services, Inc.Annual figures sourced directly from PennyMac Financial Services, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for PennyMac Financial Services, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KJun 4, 2026
- 10-QQuarterly reportMay 5, 2026
- 8-KFORM 8-KMay 5, 2026
- DEF 14AProxy statementApr 20, 2026
- 8-KFORM 8-KMar 18, 2026
- 10-KAnnual reportFeb 20, 2026
- 8-KFORM 8-KFeb 11, 2026
- 8-KFORM 8-KJan 29, 2026
- 10-QQuarterly reportOct 28, 2025
- 8-KFORM 8-KOct 21, 2025
- 8-KFORM 8-KSep 8, 2025
- 8-KFORM 8-KAug 12, 2025
- 8-KFORM 8-KAug 7, 2025
- 8-KFORM 8-KAug 7, 2025
- 10-QQuarterly reportJul 29, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | Q2 2026 | $94 | $85 | -9% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $126 | $85 | -32% |
| Two Sigma Investments | Q3 2025 | open | $0.00 | — | +0% |
| Millennium Management | Q3 2025 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q3 2025 | open | $0.00 | — | +0% |
| Millennium Management | Q2 2025 | Q2 2026 | $0.00 | — | +0% |
| Renaissance Technologies | Q1 2025 | Q2 2026 | $100 | $88 | -12% |
| Two Sigma Investments | Q4 2024 | open | $99 | $86 | -13% |
| Citadel Advisors | Q3 2024 | open | $97 | $86 | -11% |
| D.E. Shaw | Q3 2024 | Q4 2025 | $97 | $126 | +29% |
| AQR Capital Management | Q3 2024 | open | $97 | $86 | -11% |
| Millennium Management | Q3 2024 | open | $97 | $86 | -11% |
| Maverick Capital | Q1 2024 | Q4 2025 | $86 | $126 | +46% |
| Bridgewater Associates | Q2 2023 | Q3 2023 | $57 | $71 | +25% |
| Maverick Capital | Q4 2022 | Q4 2023 | $54 | $74 | +38% |
| Maverick Capital | Q1 2021 | Q2 2022 | $61 | $43 | -29% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.